See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,474 | $176,812-59.6% | $146,665-51.3% | $167,490-57.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.22% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,014 | $5,160-61.0% | $4,136-51.3% | $4,837-58.4% |
| Participant deferral / active EE | $7,153 | $6,440+11.1% | $5,506+29.9% | $6,341+12.8% |
| Admin fee / account holder | $1,002 | $13,259-92.4% | $10,280-90.3% | $12,309-91.9% |